Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Regulatory Rules Engine, Brochure

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Regulatory Rules Engine, Brochure

The ever-evolving regulatory landscape is forcing financial institutions to solve multiple regulations and compliance rules simultaneously. With each of these regulations dictating a different regulatory response (data, documentation, classifications, risk assessment etc.), the interpretation of a growing plethora of regulations is becoming a risky business.